Texas Yale Capital Corp’s IBM IBM Stock Holding History

Texas Yale Capital Corp’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.96M	Buy	8,071 +80	+1%	+$21.6K	0.06%	201
2025 Q4	$2.37M	Buy	7,991 +350	+5%	+$105K	0.07%	174
2025 Q3	$2.16M	Buy	7,641 +195	+3%	+$51K	0.07%	186
2025 Q2	$2.19M	Hold	7,446	–	–	0.07%	176
2025 Q1	$1.85M	Hold	7,446	–	–	0.08%	194
2024 Q4	$1.64M	Hold	7,446	–	–	0.07%	204
2024 Q3	$1.65M	Hold	7,446	–	–	0.07%	206
2024 Q2	$1.29M	Hold	7,446	–	–	0.06%	225
2024 Q1	$1.42M	Hold	7,446	–	–	0.06%	220
2023 Q4	$1.22M	Hold	7,446	–	–	0.06%	224
2023 Q3	$1.04M	Sell	7,446 -220	-3%	-$31.3K	0.05%	222
2023 Q2	$1.03M	Buy	7,666 +3,617	+89%	+$467K	0.05%	242
2023 Q1	$531K	Hold	4,049	–	–	0.03%	315
2022 Q4	$570K	Buy	4,049 +13	+0.3%	+$1.79K	0.03%	312
2022 Q3	$480K	Buy	4,036 +362	+10%	+$47.5K	0.03%	317
2022 Q2	$519K	Hold	3,674	–	–	0.03%	302
2022 Q1	$478K	Hold	3,674	–	–	0.03%	322
2021 Q4	$491K	Buy	3,674 +819	+29%	+$103K	0.03%	325
2021 Q3	$379K	Hold	2,855	–	–	0.02%	348
2021 Q2	$400K	Hold	2,855	–	–	0.02%	342
2021 Q1	$364K	Hold	2,855	–	–	0.02%	339
2020 Q4	$344K	Buy	2,855 +236	+9%	+$27.3K	0.02%	346
2020 Q3	$305K	Hold	2,619	–	–	0.02%	347
2020 Q2	$302K	Sell	2,619 -159	-6%	-$18.5K	0.02%	350
2020 Q1	$295K	Sell	2,778 -523	-16%	-$66.1K	0.03%	335
2019 Q4	$423K	Hold	3,301	–	–	0.03%	345
2019 Q3	$459K	Hold	3,301	–	–	0.03%	335
2019 Q2	$435K	Sell	3,301 -3,337	-50%	-$438K	0.03%	347
2019 Q1	$896K	Buy	6,638 +3,321	+100%	+$423K	0.04%	335
2018 Q4	$360K	Sell	3,317 -1,935	-37%	-$232K	0.03%	340
2018 Q3	$759K	Buy	5,252 +3	+0.1%	+$419	0.06%	266
2018 Q2	$701K	Sell	5,249 -598	-10%	-$83.4K	0.06%	265
2018 Q1	$858K	Buy	5,847 +1,440	+33%	+$218K	0.07%	238
2017 Q4	$646K	Buy	4,407 +3	+0.1%	+$436	0.06%	283
2017 Q3	$611K	Buy	4,404 +3	+0.1%	+$418	0.05%	295
2017 Q2	$647K	Buy	4,401 +604	+16%	+$91.1K	0.06%	283
2017 Q1	$632K	Buy	3,797 +2	+0.1%	+$335	0.06%	278
2016 Q4	$602K	Buy	3,795 +2	+0.1%	+$305	0.06%	279
2016 Q3	$576K	Sell	3,793 -2,612	-41%	-$396K	0.06%	277
2016 Q2	$929K	Buy	6,405 +2	+0%	+$286	0.09%	203
2016 Q1	$927K	Buy	6,403 +2,619	+69%	+$335K	0.1%	194
2015 Q4	$498K	Buy	3,784 +3	+0.1%	+$403	0.05%	298
2015 Q3	$524K	Buy	3,781 +3	+0.1%	+$443	0.05%	295
2015 Q2	$588K	Sell	3,778 -70	-2%	-$11.3K	0.05%	295
2015 Q1	$591K	Buy	3,848 +75	+2%	+$11.4K	0.05%	300
2014 Q4	$579K	Sell	3,773 -3,214	-46%	-$511K	0.05%	292
2014 Q3	$1.27M	Sell	6,987 -453	-6%	-$82.5K	0.12%	128
2014 Q2	$1.29M	Buy	7,440 +2	+0%	+$360	0.16%	124
2014 Q1	$1.37M	Buy	7,438 +2,354	+46%	+$414K	0.19%	109
2013 Q4	$912K	Sell	5,084 -1,943	-28%	-$335K	0.14%	130
2013 Q3	$1.24M	Buy	7,027 +964	+16%	+$175K	0.21%	105
2013 Q2	$1.11M	Buy	+6,063	New	+$1.18M	0.19%	110

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Texas Yale Capital Corp's IBM Position: Q1 2026 in Review

Texas Yale Capital Corp increased its IBM (IBM) stake by 1% in Q1 2026, buying an estimated $21.6K and bringing the position to 8,071 shares worth $1.96M. The position accounts for 0.06% of the portfolio, ranked #201.

Texas Yale Capital Corp first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.37M in Q4 2025. 3,467 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Texas Yale Capital Corp held 8,071 shares of IBM worth $1.96M as of Q1 2026.
Texas Yale Capital Corp bought 80 IBM shares in Q1 2026, an estimated $21.6K.
IBM made up 0.06% of Texas Yale Capital Corp's portfolio in Q1 2026, its #201 holding.
Texas Yale Capital Corp first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Texas Yale Capital Corp's IBM position peaked at $2.37M in Q4 2025.
3,467 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Texas Yale Capital Corp's 13F filing for Q1 2026, filed 4 May 2026.